Purchases and Sales Made in Q2 2024 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q2 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRADED IV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.14K+ 49.18% |
$117K - $129K
|
12.6K
$451K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.86K+ 2.77% |
$109K - $120K
|
143K
$5.15M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.81K+ 1.4% |
$108K - $118K
|
276K
$9.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.32K+ 5.3% |
$93.7K - $103K
|
65.9K
$2.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.31K+ 588.61% |
$93.5K - $103K
|
3.87K
$139K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.21K+ 38.07% |
$90.7K - $99.9K
|
11.7K
$418K
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.07K+ 1.75% |
$86.6K - $95.4K
|
178K
$6.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.06K+ 2.06% |
$86.4K - $95.1K
|
151K
$5.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.84K+ 7.75% |
$80.3K - $88.4K
|
39.5K
$1.42M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.75K+ 10.66% |
$77.8K - $85.6K
|
28.6K
$1.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.66K+ 1.44% |
$75.2K - $82.8K
|
187K
$6.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.5KNew |
$70.6K - $77.8K
|
2.5K
$89.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
2.31K+ 2.39% |
$65.2K - $71.8K
|
98.9K
$3.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.26KNew |
$63.9K - $70.4K
|
2.26K
$81.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.18K+ 8.47% |
$61.4K - $67.6K
|
27.9K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.13KNew |
$60.2K - $66.2K
|
2.13K
$76.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.05K+ 2.4% |
$58K - $63.8K
|
87.7K
$3.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.98K+ 12.5% |
$55.9K - $61.6K
|
17.8K
$640K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.98KNew |
$55.8K - $61.4K
|
1.98K
$70.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.96KNew |
$55.2K - $60.8K
|
1.96K
$70.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.61K+ 16.19% |
$45.4K - $49.9K
|
11.5K
$414K
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.59K+ 3.39% |
$44.9K - $49.5K
|
48.6K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.48K+ 10.16% |
$41.8K - $46K
|
16K
$575K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.37K+ 1.88% |
$38.8K - $42.7K
|
74.3K
$2.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.35K+ 108.69% |
$38.2K - $42K
|
2.59K
$93.1K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.27K+ 15.43% |
$35.9K - $39.5K
|
9.5K
$341K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.2KNew |
$33.9K - $37.3K
|
1.2K
$43.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.16K+ 0.78% |
$32.7K - $36K
|
149K
$5.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.09K+ 10.85% |
$30.7K - $33.8K
|
11.1K
$399K
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
967+ 3.62% |
$27.3K - $30.1K
|
27.7K
$993K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
887+ 11.91% |
$25.1K - $27.6K
|
8.34K
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
724+ 1.77% |
$20.5K - $22.5K
|
41.5K
$1.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
683New |
$19.3K - $21.2K
|
683
$24.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
602+ 5.59% |
$17K - $18.7K
|
11.4K
$408K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
550New |
$15.5K - $17.1K
|
550
$19.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
544+ 2.64% |
$15.4K - $16.9K
|
21.2K
$760K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
513+ 271.43% |
$14.5K - $16K
|
702
$25.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
510+ 268.42% |
$14.4K - $15.9K
|
700
$25.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
507+ 4.32% |
$14.3K - $15.8K
|
12.3K
$440K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
432+ 12.41% |
$12.2K - $13.4K
|
3.91K
$140K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
373+ 1.28% |
$10.5K - $11.6K
|
29.6K
$1.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
311+ 4.51% |
$8.79K - $9.67K
|
7.21K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
289+ 3.7% |
$8.16K - $8.99K
|
8.1K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
248+ 0.65% |
$7.01K - $7.71K
|
38.3K
$1.37M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
242+ 10.54% |
$6.84K - $7.53K
|
2.54K
$91.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
241+ 2.11% |
$6.81K - $7.5K
|
11.6K
$418K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
138+ 0.54% |
$3.9K - $4.29K
|
25.9K
$929K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
121+ 1.02% |
$3.42K - $3.76K
|
12K
$430K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
106+ 1.22% |
$2.99K - $3.3K
|
8.83K
$317K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
104+ 0.4% |
$2.94K - $3.23K
|
26.1K
$938K
|